Headshot of Bob Andreola, Bitcoin-aware financial advisor in Norwood, MA

Bob Andreola — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Financial Planning Director

CFP®CBDA℠
Norwood, MA

About Bob Andreola

Bob Andreola serves clients in Norwood, MA as a financial advisor with experience across retirement planning, investments, and Bitcoin oriented conversations.

A frequent topic in planning conversations is the role Bitcoin can play alongside more traditional investments.

Bob Andreola serves as the Financial Planning Director at Edelman Financial Engines, bringing nearly 31 years of experience in the financial services industry. With a strong emphasis on personalized retirement income strategies, Bob is dedicated to helping clients navigate the complexities of financial planning and achieve their long-term goals. His extensive career has been marked by a commitment to exceptional client service and tailored financial solutions.

Throughout his impressive tenure, Bob has honed his expertise in retirement income strategies, ensuring that his clients feel confident and secure in their financial futures. His deep understanding of the industry allows him to provide insightful guidance, empowering individuals to make informed decisions about their financial well-being.

Beyond his professional accomplishments, Bob values the importance of building meaningful relationships with his clients, taking the time to understand their unique needs and aspirations. In his personal life, he enjoys spending quality time with his family and exploring the outdoors, reflecting his belief in the importance of balance and well-being.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Bob

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA℠

Licensed and certified to provide financial advisory services

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Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Norwood, MA and surrounding areas

Firm Affiliation

Edelman Financial Engines

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Bob's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

1924032

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Before engaging Bob Andreola, consider asking questions such as: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Bob Andreola is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.